DAVY GLOBAL FUND MANAGEMENT LIMITED
other names
- DAVY GLOBAL FUND MANAGEMENT LIMITED
- ADVANCE INVESTMENT MANAGERS LIMITED
- IQ EQ FUND MANAGEMENT (IRELAND) LIMITED
- DAVY GLOBAL FUND MANAGEMENT
- DAVY ASSET MANAGEMENT LIMITED
{{ Info.Overview }}
| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
Adviser Profile
| Registration status | Registration Changed to IQ EQ FUND MANAGEMENT (IRELAND) LIMITED |
| As of Date | 10/11/2021 |
|
Adviser Type
- Large advisory firm - Outside the United States |
|
| Number of Employees | 70 |
| of those in investment advisory functions | 18 |
| AUM* | 10,747,845,922 |
| of that, discretionary | 10,747,845,922 |
| Private Fund GAV* | 0 |
| Avg Account Size | 136,048,683 |
| SMA’s | Yes |
| Private Funds | 0 5 |
| Contact Info | 353 xxxxxxx |
| Websites |
Client Types
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
11B
9B
8B
6B
5B
3B
2B
2015
2016
2017
2018
2019
2020
2021
Private Funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker88160R101 | Stock NameTESLA INC | $ Position$61,498,105 | % Position4.00% | $ Change155.00% | # Change82.00% |
| Stck Ticker874039100 | Stock NameTAIWAN SEMICONDUCTOR MFG LTD | $ Position$46,273,605 | % Position3.00% | $ Change29.00% | # Change4.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$47,927,467 | % Position3.00% | $ Change-11.00% | # Change-14.00% |
| Stck Ticker69608A108 | Stock NamePALANTIR TECHNOLOGIES INC | $ Position$37,299,600 | % Position3.00% | $ Change162.00% | # Change96.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$29,730,539 | % Position2.00% | $ Change8.00% | # Change-1.00% |
| Stck Ticker880770102 | Stock NameTERADYNE INC | $ Position$24,006,205 | % Position2.00% | $ Change253.00% | # Change131.00% |
| Stck Ticker82509L107 | Stock NameSHOPIFY INC COM | $ Position$23,556,766 | % Position2.00% | $ Change113.00% | # Change66.00% |
| Stck Ticker770700102 | Stock NameROBINHOOD MKTS INC | $ Position$22,411,536 | % Position2.00% | $ Change92.00% | # Change26.00% |
| Stck Ticker771049103 | Stock NameROBLOX CORP | $ Position$35,843,712 | % Position2.00% | $ Change108.00% | # Change58.00% |
| Stck Ticker007903107 | Stock NameADVANCED MICRO DEVICES INC | $ Position$25,856,792 | % Position2.00% | $ Change150.00% | # Change119.00% |